AMI ASSET MANAGEMENT CORP: 13F holdings
CIK 13697022026Q2
| Positions | 99 |
|---|---|
| Reported value | $1.7bn |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 437,971 | $126.7m | 7.3% |
| GOOGL ALPHABET INC CLASS A | 308,696 | $110.3m | 6.4% |
| TSM TAIWAN SEMICONDUCTOR M F SPONS | 195,360 | $93.3m | 5.4% |
| AVGO BROADCOM INC | 243,566 | $92.0m | 5.3% |
| AMZN AMAZON.COM INC | 331,221 | $78.9m | 4.5% |
| PWR QUANTA SVCS INC | 101,326 | $73.0m | 4.2% |
| LLY ELI LILLY & CO | 58,726 | $70.4m | 4.1% |
| PANW PALO ALTO NETWORKS INC | 198,453 | $67.7m | 3.9% |
| MSFT MICROSOFT CORP | 165,895 | $61.9m | 3.6% |
| GLW CORNING INC | 238,017 | $60.8m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1369702")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.